Discovering Application Sources

You can find applications your organization can onboard automatically using a discovery source or by manually uploading a .csv of application source information. This can speed up the process of adding applications to be governed in Identity Security Cloud.

Available Discovery Sources

Discovery sources are sources that are capable of discovering applications in your organization. The following SailPoint source types can be configured as discovery sources:

Notes

All Okta instances in your tenant with the application entitlement type will be considered Discovered Applications.
Okta app names are formatted on the Discovered Applications page using the app label, or name of the application provided by the customer, and the Okta application name.

Discovering Applications Automatically

You can automatically discover applications using discovery sources, which search for applications your organization has onboarded or can onboard. You can create a discovery source or use an existing one.

Go to Admin > Connections > Sources.
Select Discovered Applications from the left navigation bar.
Select Discover Applications.
- Choose Create a Discovery Source to create a source capable of application discovery.
- Select Use an Existing Source for Discovery to choose an existing source.
Select Continue.
If you are creating a new discovery source, complete your source setup. Refer to the SailPoint Connector documentation for guidance on specific configurations.
In Review and Test, select Test Connection.

Note

Discovery sources do not have to be authoritative.
In the Additional Settings section, select Discovery Settings.

On this page, you will aggregate enterprise applications that are connected to your discovery source.
To aggregate applications, select Start Aggregation.

Your aggregation begins immediately and occurs once. Information about the most recent application aggregation is displayed under Latest Application Aggregation. To view the list of all application aggregations, go to the Aggregation History page.
To schedule recurring aggregations for Okta SaaS sources, select Enable Schedule.

Note

Scheduled application aggregations are only available for Okta SaaS sources.
Choose how often the aggregation should run from the following options, and specify the required scheduling details:
- Daily: choose starting time of day and frequency of execution
- Weekly: choose day of week and time
- Monthly: choose day of month and time
Notes
- If you choose Daily, the time period selected in the Reoccurs Every field determines how often the aggregation occurs after the time selected. For example, if you schedule a daily aggregation for 5 PM to recur every 4 hours, the aggregation will run only at 5 PM and 9 PM, depending on the load.
- The time zone (GMT offset) for the entitlement aggregation schedule is determined by the time zone set for the connected virtual appliance cluster.
Select Save.

The aggregation is added to the processing queue at the time you defined. Other queued or in-progress operations might delay the start of your aggregation.

If you need to cancel an application aggregation after it has started, go to the Latest Application Aggregation section and select Cancel on the aggregation card. You can also cancel an in-progress aggregation from the Aggregation History page.

Using your discovered applications, you can create sources.

Manually Uploading Applications

You can manually add a list of applications to be governed in Identity Security Cloud.

Important

Each .csv should contain a unique set of applications. Adding the same application to multiple .csv uploads will result in duplicate applications in Identity Security Cloud.

Go to Admin > Connections > Sources.
Select Discovered Applications from the left navigation bar.
Select Manual Upload.
Select Download Template and update the .csv with the names and descriptions of the new applications to add.
Choose Upload CSV and select the template you updated.

The applications will be processed and added to the Discovered Applications list.

Hiding Applications

You can select Actions > Hide Application to hide an application from the Discovered Applications page. Select Actions > Show Application to unhide the app.

To view the hidden applications, select the Filter icon and enable Show Hidden Applications. You can also filter by discovery source type, the first time it was found by a discovery source, or the most recent time the application was discovered.

Creating Sources from Discovered Applications

After you have added a discovery source or uploaded a .csv of applications, you can create sources for the applications from the Discovered Applications page.

Identity Security Cloud uses a smart logic keyword matching to discover application sources by matching the Source Type and Source Name from the discovered application. If no matches are found, you will receive recommendations for generic connectors like JDBC, SCIM 1.1, Web Services, and Delimited Files.

To create a source from a discovered application:

Go to Admin > Connections > Sources.
Select Discovered Applications from the left navigation bar.
Find the discovered application in the list and select Actions > Create Source.
Select Configure on the source you want to create and complete the configuration. Refer to the SailPoint Connector documentation for guidance on specific configurations.

The application the source was created from is displayed in the Application column on the Sources page.

Associating Applications with Sources

Each discovered application can have multiple sources created from it, and sources created from an application are automatically associated with that application in the UI.

If you've discovered multiple applications of the same type, this labeling can help distinguish which sources go with which application.

Editing Associations

While applications are automatically linked with the sources created from them, you can edit those associations and manually associate existing sources related to a discovered app.

Go to Admin > Connections > Sources.
Select Discovered Applications from the left navigation bar.
Find the discovered application in the list and select Actions > Edit Association.
In the Associated Sources dropdown list, select a source to associate with the application. You can associate an application with multiple sources.

Sources can be associated with one application.
To remove an association, select the x icon on the source name.
Select Save to save your associations.

The application name will be displayed next to the associated sources in the Application column on the Sources page.

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